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Financial Planner - Bridgewater

Company

TD Bank

Location

town of bridgewater, lunenburg county

Type

Full-time

Work Location:

Bridgewater, Nova Scotia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60,000 - $70,000 CAD. This role is eligible for commission-based earnings.

Financial Planner

Responsibilities

  • Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
  • Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
  • Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
  • Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous i...

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